Schwab Strategic Tr cmn shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Schwab Strategic Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Schwab Strategic Tr cmn held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab Strategic Tr cmn by Tradition Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $25M | 307k | 80.37 |
2024-06-30 | $22M | 300k | 74.08 |
2024-03-31 | $25M | 333k | 75.98 |
2022-03-31 | $20M | 277k | 71.39 |
2021-12-31 | $20M | 267k | 73.22 |
2021-09-30 | $18M | 265k | 67.48 |
2021-06-30 | $18M | 261k | 68.37 |
2021-03-31 | $16M | 248k | 65.28 |
2020-12-31 | $14M | 237k | 59.53 |
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